How to Manage Custom Objects with Insycle
You have created custom objects in your HubSpot database to represent data that fits your company's unique needs. You're looking for an easy way to organize, cleanse, and update these records on an ongoing basis.
All of Insycle's modules and features support HubSpot custom objects. This gives you powerful and flexible tools that allow you to manage, maintain, and automate data operations with any custom objects in the same way that Insycle works with standard objects.
Before you can get going with custom objects, you just need to have them added to your Insycle account. Please reach out via chat or firstname.lastname@example.org to get these added.
Managing Your Custom Objects
The Merge Duplicates module can identify duplicate custom objects and merge them flexibly, in bulk. You set rules for determining the master record that other duplicates will be merged into—such as the first record created, record with the most email opens, or any other field.
Merging Duplicate Custom Objects with the Merge Duplicates Module:
In the Merge Duplicates module, select the record type.
Set rules to identify duplicates.
Review and analyze the identified duplicates.
Set rules that select the master record and determine what field data is retained.
Preview changes then deduplicate your records in HubSpot.
Learn more about deduplicating HubSpot objects in bulk.
With Insycle, you can automatically detect relationships and associate HubSpot custom objects with contacts, companies, and deals in bulk. You can also add or remove multiple associations between any objects and select an association label. For example, you could associate two cars to the same representative.
If the records you want to associate are already in HubSpot, use the Bulk Operations module. To associate new records from a CSV while importing, use the Magical Import module.
Making Associations between Custom Objects and Other Records Using the Bulk Operations Module:
In the Bulk Operations module, select the record type.
Filter records down to those you want to associate.
Set rules for making the associations.
Preview and apply the changes to the CRM.
Learn more about associating HubSpot records.
Making Associations between Custom Objects and Other Records Using the Magical Import Module:
If you have a CSV file containing data to be imported as new records, use the Magical Import module to associate people and companies to existing records in your database when you import.
In the Magical Import module, select the record type.
Upload the CSV file.
Map the CSV columns to the CRM fields and specify how to import the values.
Select the unique identifier field.
Set rules to make associations between CSV and CRM records.
Import the data with the specified associations to your CRM.
Learn more about associating records while importing from a CSV.
The Magical Import module allows you to import custom object data flexibly and consistently. You can explore, deduplicate, set up associations, cleanse, and standardize data before anything gets imported into your CRM.
Importing Custom Objects for Data in a CSV File in the Magical Import Module:
In the Magical Import module, select the record type.
Select the CSV file.
Map the CSV columns to the CRM fields, and set the import mode for each.
Select the unique identifier field, and choose an action to take.
Select the records and import your data.
Learn more about importing new records or updating existing ones from a CSV file.
The Transform Data module includes dozens of pre-built functions to standardize data by copying, formatting, merging, extracting, mapping, or replacing values. Functions can be layered to make changes in a series of steps.
Formatting and Standardizing Custom Objects Using the Transform Data Module:
In the Transform Data module, select the record type.
Use the filter to find records that don't follow conventions.
Set up functions to modify data.
Preview the changes then apply them to HubSpot.
The Cleanse Data module allows you to analyze the variations in your custom objects, identify opportunities for standardization, and make quick bulk changes to your CRM.
Maintaining Clean Custom Object Data with the Cleanse Data Module:
In the Cleanse Data module, select the record type.
Explore fields and their properties for your custom objects.
Select a field and review record values and data variations across that field.
Select values to modify.
Specify what changes to make.
Apply the changes to the CRM.
Learn more about cleansing data.
Setting up automation for your data management tasks frees your team up to focus on more strategic tasks.
Insycle’s Recipes allow you to organize multiple Insycle templates into an automatable, multi-step data maintenance process. You can insert your Recipes directly into HubSpot Workflows for custom objects, contacts, companies, deals, and tickets.
For example, if a new custom object record is added to HubSpot, it could trigger a Workflow that sets off an Insycle Recipe. This Recipe could cleanse, format, and deduplicate the record data. Once it's complete, HubSpot will continue with the Workflow steps.
Related Help Center Articles
- Deduplicate HubSpot Contacts, Companies, and Deals in Bulk
- Bulk Associate Contacts, Companies, and Deals in HubSpot
- Associate Records in HubSpot Workflows
- Import New Records or Update From CSV
- Standardize Job Title, Industry, State, Country, or Any Other Free-Text Field
- Cleanse Data
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